Bonanza Portfolio Ltd
Relationship Manager
3 years ago
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Important information
Contract type:
Permanent
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
14 October 2026
What they need
Job highlights
. Graduate . 2-5 years . Good communication skills . Strong analytical skills .
Regular updates to the immediate superior as a when required
New client acquisition, building new relationships and increasing depth in existing relationships with clients.
Selling online broking accounts- Demat account, trading account.
Identifying customer needs, assessing their appetite and providing them investment options.
Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
Achieving targets as assigned by the organisation on a monthly basis.
Migrating offline clients to do online trading.
Regular updates to the immediate superior as a when required.
Graduate
2-5 years
Good communication skills
Strong analytical skills
Customer orientation
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